- about the companyGlobal Wealth Management Platform about the jobThe ideal candidate will be responsible for developing and maintaining strong client relationships, providing comprehensive financial planning, and offering sophisticated investment strategies tailored to help individuals and families achieve their long-term financial goals. Client Consultation: Conduct comprehensive discovery meetings to understand clients' financial situations, goals, riskabout the companyGlobal Wealth Management Platform about the jobThe ideal candidate will be responsible for developing and maintaining strong client relationships, providing comprehensive financial planning, and offering sophisticated investment strategies tailored to help individuals and families achieve their long-term financial goals. Client Consultation: Conduct comprehensive discovery meetings to understand clients' financial situations, goals, risk
- about the companyReputable Private Bank about the jobKey Responsibilities:Conduct in-depth research on emerging and long-term themes such as technological innovation, sustainability, demographic shifts, geopolitical developments, and consumer behaviour.Develop thematic frameworks and models to assess the potential impact of trends on sectors, companies, and asset classes.Collaborate with investment teams, strategists, and external experts to validate and rabout the companyReputable Private Bank about the jobKey Responsibilities:Conduct in-depth research on emerging and long-term themes such as technological innovation, sustainability, demographic shifts, geopolitical developments, and consumer behaviour.Develop thematic frameworks and models to assess the potential impact of trends on sectors, companies, and asset classes.Collaborate with investment teams, strategists, and external experts to validate and r
- Responsibilities: Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.Provide tailored investment insights and portfolio strategies to support relationship managers within the PB space Manage a portfolio of high-value accounts, actively identifying opportunities aligned with clients’ financial goals and market conditions.Evaluate individual risk profiles and investment preferences to reResponsibilities: Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.Provide tailored investment insights and portfolio strategies to support relationship managers within the PB space Manage a portfolio of high-value accounts, actively identifying opportunities aligned with clients’ financial goals and market conditions.Evaluate individual risk profiles and investment preferences to re
- about the companyReputable Chinese Private Bank about the jobCo-ordinate with Compliance, Operations, Finance and Accounting, I.T., and other relevant departments to finalise the regulatory and operational feasibility for new product launchesWork with Compliance, Internal Audit, Legal to ensure strict adherence to relevant regulations and guidelinesPrepare the required documentations (including evaluation, AML/CFT assessments, risk assessment, product spabout the companyReputable Chinese Private Bank about the jobCo-ordinate with Compliance, Operations, Finance and Accounting, I.T., and other relevant departments to finalise the regulatory and operational feasibility for new product launchesWork with Compliance, Internal Audit, Legal to ensure strict adherence to relevant regulations and guidelinesPrepare the required documentations (including evaluation, AML/CFT assessments, risk assessment, product sp
